Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,419 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34,320
shares
|
$20.3 Million
1.9% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
34,137
shares
|
$20.2 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
33,450
shares
|
$19.8 Million
1.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,445
shares
|
$19.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
33,401
shares
|
$19.7 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
33,324
shares
|
$19.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
33,254
shares
|
$19.7 Million
0.17% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
33,247
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
32,830
shares
|
$19.4 Million
3.24% of portfolio
|
Q4 2020
Added 0.73%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
32,805
shares
|
$19.4 Million
9.51% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
32,788
shares
|
$19.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
32,588
shares
|
$19.3 Million
0.14% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
32,302
shares
|
$19.1 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
32,253
shares
|
$19.1 Million
4.17% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
32,192
shares
|
$19 Million
1.39% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
31,865
shares
|
$18.8 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
31,585
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,400
shares
|
$18.6 Million
0.19% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
30,993
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.08%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
30,632
shares
|
$18.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
30,490
shares
|
$18 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
30,366
shares
|
$18 Million
3.78% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,159
shares
|
$17.2 Million
0.1% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,158
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
28,771
shares
|
$17 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.47%
|